Matthew Kenneth Harper
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesDec 2025 to now
- Capital City BankApr 2023 to Dec 2025
- LPL Financial LLCApr 2023 to Dec 2025
- EnemployedFeb 2023 to Apr 2023
- J.W. Cole Advisors, IncJun 2021 to Feb 2023
- UnemployedMay 2019 to Jun 2021
- Allstate Construction Inc.Aug 2018 to May 2019
- UnemployedAug 2017 to Aug 2018
- Chris Long CarpentryJan 2017 to Aug 2017
- North Florida Spray FoamAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7391546
- Firm CRD
- 250